See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,870 | $82,286-32.1% | $68,791-18.8% | $134,475-58.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.24% | -2.19%-15.0pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,405 | $3,301+3.1% | $2,655+28.2% | $4,740-28.2% |
| Participant deferral / active EE | $9,225 | $4,739+94.7% | $3,941+134.1% | $6,400+44.1% |
| Admin fee / account holder | $18 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |